Customer Service Sales

Robert Olsen

**** ******** ******* . *** ***, California 92014

Phone: 858-***-**** . Cell: 619-***-**** . Email: ***********@*********.***

Summary of Qualifications

Excellent presentation, negotiation, and closing skills. Passion for

excellence in customer service with ability to establish, retain, and

expand productive relationships. Outstanding speaker, trainer, and

seminar leader.

. Results-Oriented . Professional . Innovative .

Entrepreneurial

PROFESSIONAL EXPERIENCE

metro pension analysts, Carlsbad, california

2007-Now

(Annuities, Insurance, Long-Term Care Products)

SENIOR SALES ASSOCIATE

Under the guidance of the company's president, marketed

strategies for increasing sales of investment vehicles

to affluent investors.

ASSET MARKETING SYSTEMS, San Diego, California 2001-2007

(Multi-billion dollar field marketing financial company)

NATIONAL SYSTEMS DIRECTOR

Provided comprehensive direction, coaching, and motivation for over

100 independent financial producers ranked in the top 1% of the

financial industry.

Profiled producers individually and conducted in-depth analysis to

determine optimum marketing systems and product selection. Created

innovative strategies in business building, lead conversion, and ratio

improvement for increasing sales and profitability.

Worked closely with marketing team in the development, design, and

implementation of effective marketing strategies.

Conducted individual training sessions for producers. Lead seminars of

50 producers, emphasizing product knowledge, financial markets, and

stellar customer service.

Key Accomplishments

Achieved top producer status for company as first business consultant

to have group reach $100 million in sales, 2002. Achieved targeted

goals every year through 2007 of $100 million or more.

Developed an impressive client base of producers that ranked in the

top 10% company-wide.

Created and implemented an aggressive Customer Appreciation Program

that increased business by a proven 20%. Program subsequently adopted

company-wide with equal success.

REAL ESTATE EQUITIES AND FINANCING, San Diego, California 2000-2001

Business Development Manager

In charge of new business development for commercial real estate

lending group. Cultivated and maintained quality relationships with

clients, consistently achieving top sales volume and strong customer

loyalty and referrals.

Monitored market conditions and conducted ongoing competitive analysis

of loan products.

Implemented marketing strategies and all aspects of sales

presentations, negotiations, and closing.

MORGAN STANLEY Dean witter, La Jolla, California

1988-2000

SHEARSON LEHMAN, Scottsdale, Arizona

Financial Advisor

Supervised day-to-day operations and the acquisition of approximately

10 new accounts per month. In charge of ongoing management of over 200

accounts, representing $25 million in assets.

Targeted the expansion of current accounts and the acquisition of

referrals and new accounts.

Profiled clients and determined objectives, risk tolerance,

experience, and long- and short-term goals.

Marketed and conducted financial seminars to families, individuals,

business owners, and retirees to over 30 in attendance. 25% of

attendees became long term clients.

Key Accomplishments at Morgan Stanley Dean Witter

Achieved $1 million in mutual funds sales during first year and every

year thereafter.

Received awards for goal achievement from upper management .

Key Accomplishments at Shearson Lehman

Developed and hosted a successful radio investment show: "Your Money

Talks" at KAZM -AM in Sedona, Arizona (1988-1991). Became well-known

in financial community and increased business by 80%.

Developed and was a featured monthly guest on an NBC-T affiliate KPNX

Flagstaff, Arizona noon news segment "Your Money Talks." Interviewed

by feature reporters about the economy and current investment options

MERRILL LYNCH, Phoenix, Arizona 1986-1988

Financial Advisor

Provided in-depth education to clients individually and through

seminars about a variety of investment options, including individual

stocks, bonds, mutual funds, and annuities.

Researched markets and monitored trends, resulting in understanding of

market trends and investment opportunities.

Key Accomplishments

Grew asset base to $7 million in 18 months

Successfully completed comprehensive training programs and ranked in

top 10% of class.

EDUCATION/ SCHOLARSHIPS

MBA, 1980, Illinois State University, Normal, Illinois

B.S., 1978, Business Administration, Illinois State University, Normal,

Illinois

Graduate Teaching Assistant, 1978-1980, Under the Finance Department

Chairperson and Business Law Professor

Undergraduate Teaching Assistant, 1977-1978, Finance Department, worked

with Department Head

Foreign Exchange Scholarship, Brazil

Semester Abroad Program Salzburg, Austria

TRAINING

Brian Tracy Focal Point Coaching and Development

Dale Carnegie Sales Training Course

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